Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,287 | $176,120-78.8% | $159,487-76.6% | $167,553-77.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -21.08% | 331.95%-353.0pp | 263.71%-284.8pp | 478.89%-500.0pp |
| Employer contribution / active EE | $13,279 | $5,299+150.6% | $4,831+174.8% | $4,840+174.4% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $78 | $12,561-99.4% | $10,804-99.3% | $12,316-99.4% |